Tyler Stone Wealth Management Energy Sector Spdr Transaction History

Tyler Stone Wealth Management

$223 Million
Q1 2024

A detailed history of Tyler Stone Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Tyler Stone Wealth Management holds 11,866 shares of XLE stock, worth $1.09 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

11,866

Previous 11,888 0.19%

Holding current value

$1.09 Million

Previous $996,000 12.45%

% of portfolio

0.5%

Previous 0.5%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$79.91 - $94.41 $1,758 - $2,077	-22 Reduced 0.19%	11,866 $1.12 Million
Q4 2023 Feb 14, 2024	SELL	$81.2 - $91.96 $4,628 - $5,241	-57 Reduced 0.48%	11,888 $996,000
Q3 2023 Nov 14, 2023	BUY	$79.09 - $93.36 $553 - $653	7 Added 0.06%	11,945 $1.08 Million
Q2 2023 Aug 14, 2023	BUY	$76.59 - $87.23 $14,781 - $16,835	193 Added 1.64%	11,938 $969,000
Q4 2022 Feb 14, 2023	BUY	$82.68 - $94.08 $9,012 - $10,254	109 Added 0.94%	11,745 $1.03 Million

Q3 2022 Nov 14, 2022	BUY	N/A	307 Added 2.71%	11,636 $838,000
Q2 2022 Aug 11, 2022	SELL	N/A	-236 Reduced 2.04%	11,329 $810,000
Q1 2022 May 12, 2022	BUY	N/A	341 Added 3.04%	11,565 $884,000
Q4 2021 Feb 22, 2022	BUY	N/A	11,224 New	11,224 $623,000

Others Institutions Holding XLE

# of Institutions

2,029

Shares Held

239M

Call Options Held

53.2M

Put Options Held

96.5M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Tyler Stone Wealth Management Energy Sector Spdr Transaction History